See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $19,167 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,366 | $96,484-79.9% | $156,263-87.6% | $74,304-73.9% |
| Participation rate | 93.4% | 67.7%+25.7pp | 78.9%+14.5pp | 60.3%+33.0pp |
| Annual return | 23.79% | 17.73%+6.1pp | 59.47%-35.7pp | 29.43%-5.6pp |
| Employer contribution / active EE | $1,233 | $2,528-51.2% | $4,333-71.5% | $2,241-45.0% |
| Participant deferral / active EE | $3,296 | $4,286-23.1% | $6,158-46.5% | $3,767-12.5% |
| Admin fee / account holder | $104 | $3,728-97.2% | $14,255-99.3% | $2,969-96.5% |